Enthusiastic Tax Professional experienced in tax returns. Applies in-depth knowledge of tax code protocols to optimize returns. Personable and thorough with 2 years of industry expertise.
Overview
3
3
years of professional experience
4
4
years of post-secondary education
8
8
Certifications
4
4
Languages
Work History
Tax Preparer
Freelacer
12.2023 - Current
Identified potential audit red flags to minimize risk of IRS audits.
Maintained compliance by adhering to current tax laws and regulations.
Reviewed available data and compared against tax code to determine exemptions, deductions, and potential liabilities.
Researched tax implications for various deductions and credits.
Sunstone - Business Finance Operations
9 2022 - 1 2024
Prepared detailed journal entries, reconciled accounts, and analyzed variances to provide insights into financial performance in Central Operations
Assisted in mergers and acquisitions by conducting due diligence, assessing financial impacts, and facilitating seamless integration of financial systems
Collaborated with cross-functional teams to gather financial data, support business decisions, and ensure compliance with internal controls
Prepared and presented comprehensive financial statements, including general ledgers, fixed assets, accounts payable, accounts receivable, balance sheets, income statements, and cash flow statements, for statutory reporting and audit purposes
Actively engaged in audit engagements, liaising with auditors and providing requested documentation to facilitate smooth audit processes
IIFL Securities - Sub Partner
10.2021 - 02.2022
Supported the finance team in various tasks, including data entry, reconciliations, and report generation
Assisted in preparing financial documents for internal and external reporting purposes
Collaborated with senior accountants to review financial transactions and ensure accuracy in financial records
Participated in team meetings and contributed to discussions on process improvements and efficiency enhancement
Education
Masters in Accounting, CPA (Persuing) -
University of Delaware
02.2023 - 05.2024
Bachelor of Commerce (Management Accounting and International Finance) - undefined